VNQ (Vanguard Real Estate ETF) — over the past 10 years it returned about 5.4% annualized on a total-return basis, yields roughly 3.68%, and had a worst drawdown near -42.4%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $17,818 today.
Sortino
0.45
Volatility
20.4%
$10k → today
$17,818
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $3.33 | — |
| 2021 | $2.96 | -11.1% |
| 2022 | $3.23 | 8.8% |
| 2023 | $3.49 | 8.2% |
| 2024 | $3.43 | -1.7% |
| 2025 | $3.47 | 1.1% |
Risk & return vs the S&P 500
| Metric | VNQ | SPY |
|---|---|---|
| CAGR | 5.4% | 14.4% |
| Volatility | 20.4% | 17.6% |
| Sharpe | 0.36 | 0.85 |
| Sortino | 0.45 | 1.04 |
| Max drawdown | -42.4% | -33.7% |
| Dividend yield | 3.68% | 1.00% |